Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are [...]
The latest stimulus announcement from China looks a lot like the last six or seven [...]
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by [...]
This week we discuss a number of myths around the rise of India. Most importantly, [...]